A highly customizable, web-centric application that aggregates all your investments and legacy documents into one distinctive window. DYNASTYnet is available to all our clients.

DYNASTYnet is highly secure and allows you to monitor asset values and stock allocations, evaluate potential investment scenarios, analyze portfolios, check credit card balances, and develop and attain financial goals. From your own personal, private and secure web page, it is all accessible and interactive any time and any place you have an internet connection.

Additionally, DYNASTYnet provides a secure online vault where you can maintain images of your essential documents and legacy informations (wills, trusts, tax returns, powers of attorney, insurance policies, marriage certificates, passports, driver licenses), as well as manage a record of your personal passwords, and photographs of artwork, antiques and other collectibles. The tool also permits the archiving of copies of important medical and education information. DYNASTYnet even keeps track of your frequent flier miles, hotel award points, credit card rewards and other points programs.

DYNASTYnet provides the ultimate in control and versatility in meeting the singluar requirements of your wealth-management scenario. And there are no worries about security. With your valuables – indeed your very legacy – in an encrypted online "safety deposit box," you have absolute peace of mind.